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1,170 hedge funds and large institutions have $31.3B invested in MetLife in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 374 increasing their positions, 529 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $931M | Put options by funds: $929M

0.52% less ownership

Funds ownership: 72.94%72.42% (-0.52%)

4% less capital invested

Capital invested by funds: $32.7B → $31.3B (-$1.45B)

3% less funds holding

Funds holding: 1,2111,170 (-41)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 127

29% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 529

Holders
1,170
Holders Change
-41
Holders Change %
-3.39%
% of All Funds
18.37%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
94
Increased
374
Reduced
529
Closed
127
Calls
$931M
Puts
$929M
Net Calls
+$1.49M
Net Calls Change
+$8.82M
Name Holding Trade Value Shares
Change
Change in
Stake
SPW
651
Sonoma Private Wealth
California
$544K +$156K +2,814 +41%
ADL
652
Asset Dedication LLC
California
$543K -$107K -1,923 -17%
CA
653
Cumberland Advisors
Florida
$540K -$394K -7,100 -43%
AWM
654
Ameliora Wealth Management
Switzerland
$539K +$291K +5,247 +123%
FBC
655
Fairfield, Bush & Co
Connecticut
$538K +$196K +3,525 +59%
ESCM
656
Echo Street Capital Management
New York
$538K -$121K -2,183 -19%
JWCA
657
J.W. Coons Advisors
Ohio
$536K
DEA
658
DoubleLine ETF Adviser
Florida
$530K +$33.4K +601 +7%
9WM
659
9258 Wealth Management
Ohio
$523K +$21.2K +382 +4%
SFI
660
Siemens Fonds Invest
Germany
$518K
PA
661
Procyon Advisors
Connecticut
$502K +$493K +8,888 New
GVAG
662
Great Valley Advisor Group
Delaware
$501K +$21.1K +381 +4%
Carson Wealth (CWM LLC)
663
Carson Wealth (CWM LLC)
Nebraska
$500K -$129K -2,332 -21%
WDC
664
Woodward Diversified Capital
California
$498K +$16.4K +296 +3%
CA
665
Crumly & Associates
Illinois
$495K -$115K -2,070 -19%
CA
666
Continuum Advisory
Idaho
$494K +$88.7K +1,598 +22%
CGL
667
Clarius Group LLC
Washington
$490K -$66.4K -1,197 -12%
JIC
668
Johnson Investment Counsel
Ohio
$490K -$348K -6,279 -42%
EWM
669
Empirical Wealth Management
Washington
$487K -$120K -2,160 -20%
FT
670
Fiduciary Trust
Massachusetts
$486K -$269K -4,853 -36%
CFB
671
Cullen/Frost Bankers
Texas
$485K -$22.9K -413 -5%
WANY
672
Wealthspire Advisors (New York)
New York
$483K -$8.38K -151 -2%
NWMG
673
National Wealth Management Group
Ohio
$483K +$422K +7,600 New
WF
674
Welch & Forbes
Massachusetts
$481K +$3.11K +56 +0.7%
GWCM
675
Godshalk Welsh Capital Management
Pennsylvania
$481K

MET Hedge Fund Activity: Q2 2023 in Review

1,170 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q2 2023, worth a combined $31.3B — down 4.4% from $32.7B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of MET and 94 opened new positions — a net loss of 33 holders — while 529 trimmed existing stakes and 374 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $479M. The largest seller was Wellington Management Group, cutting an estimated $410M.

  • 1,170 institutional investors held MetLife (MET) as of Q2 2023, down from 1,211 in Q1 2023.
  • Funds reported $31.3B of MetLife stock for Q2 2023, down 4.4% quarter-over-quarter.
  • 94 funds opened new MetLife positions in Q2 2023 and 127 closed out, a net change of -33 holders.
  • The largest MetLife buyer in Q2 2023 was T. Rowe Price Associates, an estimated $479M added.
  • The largest MetLife seller in Q2 2023 was Wellington Management Group, an estimated $410M sold.

Based on aggregated 13F filings for Q2 2023.